Job Description
Join TD Wealth as a Client Service Associate in Calgary, where you will be integral to enhancing client experiences and supporting Financial Planners. Utilize your skills for a meaningful impact.
In this position, you will ensure a legendary client experience by assisting Financial Planners with various activities such as client contact and business development. Your duties will include responding to inquiries, processing transactions, and supporting net asset growth through proactive client engagement. Your role is essential to delivering top-tier service in a fast-paced banking environment.
Key Responsibilities:
• Engage with clients and provide effective solutions
• Conduct transactions and manage account processes effectively
• Assist in paperwork related to new accounts and transfers
• Identify and follow up on revenue opportunities
• Foster a collaborative and supportive team environment
Requirements:
• University/college diploma with 2 years of industr...
In this position, you will ensure a legendary client experience by assisting Financial Planners with various activities such as client contact and business development. Your duties will include responding to inquiries, processing transactions, and supporting net asset growth through proactive client engagement. Your role is essential to delivering top-tier service in a fast-paced banking environment.
Key Responsibilities:
• Engage with clients and provide effective solutions
• Conduct transactions and manage account processes effectively
• Assist in paperwork related to new accounts and transfers
• Identify and follow up on revenue opportunities
• Foster a collaborative and supportive team environment
Requirements:
• University/college diploma with 2 years of industr...
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